We are a fee-only, independent fiduciary adviser. We offer our clients a simple to understand and competitive tiered advisory fee schedule based on portfolio size. We have no affiliation with any broker-dealer and we DO NOT sell commissionable investment products or use off the shelf cookie-cutter portfolios.
By removing potential conflicts-of-interest we can truly put our client's interest first. With our fee structure we make more money only when our clients make more money, and we make less when our clients make less.
MMI Asset Management Services, LLC works with third-party custodians to hold our clients' assets. This relationship helps provide transparency and liquidity above and beyond our fiduciary duties and instills trust in our asset management relationships.
As a fiduciary adviser our team creates and manages portfolios tailored to each client’s specific situation, liquidity needs, risk tolerance, time horizon, and investment goals.
Investing in stock and or bond markets involves the risk of loss. Past performance is not an indication of future performance.
This communication is strictly intended for individuals residing in the state of MI. No offers may be made or accepted from any resident outside the state of Michigan due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through MMI Asset Management Services, LLC. a Registered Investment Adviser. Copyright © 2022 MMI Asset Management Services, LLC. All Rights Reserved.